See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,283 | $202,318-82.1% | $172,739-79.0% | $152,861-76.3% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 24.93% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $496 | $5,856-91.5% | $5,143-90.4% | $4,762-89.6% |
| Participant deferral / active EE | $4,376 | $5,948-26.4% | $5,198-15.8% | $5,850-25.2% |
| Admin fee / account holder | $4,813 | $17,109-71.9% | $13,954-65.5% | $11,596-58.5% |